Advisor at Robert Baird & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Battle Creek, MI 49015
Credentials
Series 66
Industry experience
7 years
Michael Leifeld is a financial advisor at Robert Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons LLC since 2018. Leifeld serves on the Investment/Finance Committee of the Battle Creek Community Foundation. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches including private funds and real assets.
Based on Robert Baird & Co.
Flat fees available for specific services or financial plans; negotiated per client agreement.
$0 - $10,000,000: Negotiable $10,000,001 - $25,000,000: 0.60% $25,000,001 - $50,000,000: 0.45% $50,000,001 - $75,000,000: 0.30% $75,000,001 - $100,000,000: 0.15% $100,000,001+: Negotiable
Brokerage commissions and related fees may apply for securities transactions; separate from advisory fees.
Hourly consulting or advisory rates available; details negotiated per client agreement.
Account minimum: $50,000 Minimum fee: Minimum quarterly advisory fee may be assessed; minimum annual advisory fee of $60,000 may apply for DDK Fee-only: Flat or hourly fees available; specific fees negotiated and detailed in client agreements.
4625 Beckley Road, Building 200
Battle Creek, MI 49015
Florida · Michigan · Texas
Robert Baird & Co.
2019 - Present (7 years)
JJB Hilliard WL Lyons LLC
2019 - Present (7 years)
J.J.B. Hilliard Wl Lyons
2018 - 2019 (1 year)
Gallagher Uniform
2016 - 2018 (2 years)
FireKeepers Casino
2009 - 2016 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 63, Series 65
Battle Creek, MI
Wendt Financial Advisors, LLC
Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.
CFP®, Series 65
Marshall, MI
Miller Financial Services LLC
Alex White is a CFP® with seven years of experience in the financial industry, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to joining Miller Financial Services, he worked briefly at Zhang Financial LLC and The Cove Lakeside Bistro. He holds a Series 65 license and is also licensed in insurance. Miller Financial Services LLC manages approximately $462.9 million in assets for about 574 clients, including individual, high-net-worth, and institutional retirement plan participants. The firm employs both fundamental and technical analysis in its discretionary portfolio management and provides fiduciary services to state and municipal pension clients.
Series 63, Series 66
Marshall, MI
Miller Financial Services LLC
Joseph Miller is a financial advisor at Miller Financial Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Miller Financial Services since 2007. Miller serves as an uncompensated trustee on the board of the Homer Community Foundation, a nonprofit organization benefiting the Homer, Michigan community. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual, high-net-worth, and institutional retirement plan clients. The firm manages approximately $462.9 million in assets for about 574 clients and serves state and local government pension plans, employing a combination of fundamental and technical analysis across various investment vehicles.
Series 65
Marshall, MI
Wealth Ease Wealth Management
Todd Candelaria is a financial advisor at Wealth Ease Wealth Management LLC with a Series 65 designation. He has experience in accounting and tax services as the owner of a CPA firm and has held roles at several firms including Plante Moran and Michael F McLain CPA. Todd has been with Wealth Ease Wealth Management since 2026. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and retirement plans. The firm employs a variety of investment strategies and coordinates estate-planning and income-tax planning services through unaffiliated professionals and a licensed third-party platform.
Series 65
Marshall, MI
Miller Financial Services LLC
Isaac Lubbers is a financial advisor at Miller Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at Michigan State University, Supreme Shine Auto Detailing, and Sunnybrook Golf Course. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual, high-net-worth, and institutional retirement plan clients. The firm manages approximately $462.9 million in assets for about 574 clients, including state and municipal pension plans, and employs a combined fundamental and technical investment approach.
CFP®, Series 65
Marshall, MI
Wealth Ease Wealth Management
Austin Rinard is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Wealth Ease Wealth Management. Prior to founding Wealth Ease in 2025, he worked at Miller Financial Services for 13 years. Outside of financial advising, he co-owns a party rental business called Party Time Events. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses a range of investment methods and instruments, typically operates under discretionary authority, and coordinates estate and income tax planning through third-party professionals.
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